Do you need help filing for you, your family or small business? Well, you are in the right place! Our tax prep process begins with a 15-30-minute Virtual welcome call, where we learn about you and how we can help. After our Welcome Call you will receive a quote and if you would like to proceed, you pay a deposit and we get you set up in our tax portal so you can securely send us your documents. Once this is completed, we have a 2 - 5 business days turn around for Individuals returns and Business returns depend on how organized you are. Our turn around period starts once all documents have been uploaded and your questionnaire is complete. Once the return is completed you are notified and sent an invoice for the remaining balance with a link to our calendar to set up a time for us to review the return via Microsoft Teams or in our office. During this appointment, we review key changes of your return and areas to watch for the current tax year, so you understand your personal situation.
All Individual tax preparation services require $50 NON-REFUNDABLE deposit but will be credited towards Tax Prep Fee.
OUR PACKAGE FEATURES:
Get your taxes done without leaving the house. Upload your documents in our our secure portal and we will meet virtually to prepare your tax return.
Meet in person at DM Bookkeeping Office personally to discuss your tax needs and to prepare your tax return.
As the ""Uber"" of tax prep, we offer mobile tax prep services to fit your busy schedule. Whether it's at a local coffee shop or library. We meet you were its most convenient. Additional fees apply.
A simple tax return only.
Situations covered include:
Investments & Rental Property Taxes
Everything in Deluxe, plus
Personal & business income/expenses
Everything in Premier, plus
Pay your tax preparation fees from your refund. Your fees are deducted from your refund.
1040X Amend your federal and state tax return.
For taxpayers who cannot make the Apr 15th deadline to file their 1040 Personal Tax Return and need to file an extension until Oct 15th.
Payment applied against your completed tax return.
Prepare 1099 and W2 for your independent contractors and/or employees Fee includes preparation of 1-5 1099/W2. Each additional will be $5 each
I travel to you within 25 miles of my location in Avon Indiana. Mobile service availability is limited. The price is a $15 minimum fee , with a charge of $1.50 per mile each trip. *Restrictions apply
*Please note that we do our best to adhere to our posted pricing schedule. However, there may be situations that require a little more work to be done or circumstances that will add additional forms. In such a case, the price will be increased and we will inform you before hand as to what caused it and give you the option to proceed. That being said, please keep in mind also, that once we've been made aware of something that must be reported on your tax return, we are obligated to report it. So, therefore, if you wish not proceed with the increased price, we will have to respectfully discontinue with the entire process. We appreciate your understanding.